Question 1

Does William Blair Investment Management own LPLA stock?

Accepted Answer

No. William Blair Investment Management exited its LPLA (LPL Financial Holdings) position in Q1 2023. Its Q4 2022 13F listed 108,703 shares worth $23.5M.

Question 2

How many shares of LPLA does William Blair Investment Management own?

Accepted Answer

None since Q1 2023, when William Blair Investment Management exited the position. Its Q4 2022 13F listed 108,703 shares worth $23.5M.

Question 3

What is William Blair Investment Management's LPLA position worth?

Accepted Answer

William Blair Investment Management's LPLA position was worth $23.5M in its Q4 2022 13F, before the exit in Q1 2023.

Question 4

Is William Blair Investment Management buying or selling LPLA?

Accepted Answer

In Q1 2023, William Blair Investment Management exited its entire LPLA position.

Question 5

When did William Blair Investment Management first buy LPLA?

Accepted Answer

William Blair Investment Management first reported LPLA in its Q2 2020 13F and listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$199.35	0
2022-Q4	Decreased	108,703	-6.3%	$23.5M	0.1%	$212.63	0
2022-Q3	Increased	115,949	+5.9%	$25.3M	0.1%	$214.71	36
2022-Q2	Decreased	109,515	-36.6%	$20.2M	0.1%	$181.09	0
2022-Q1	Increased	172,828	+38.3%	$31.6M	0.1%	$179.11	38
2021-Q4	Increased	125,004	+1.9%	$20M	0.1%	$156.71	29
2021-Q3	Decreased	122,700	-12.3%	$19.2M	0.1%	$153.22	0
2021-Q2	Decreased	139,870	-59.5%	$18.9M	0.1%	$131.71	0
2021-Q1	Increased	345,072	+8.7%	$49.1M	0.2%	$138.48	38
2020-Q4	Increased	317,393	+8.0%	$33.1M	0.1%	$101.34	37
2020-Q3	Decreased	293,821	-13.1%	$22.5M	0.1%	$74.34	0
2020-Q2	New	337,955	-	$26.5M	0.1%	$75.79	47